Talent Pool – Investment Office
Salve esta vaga e mantenha sua pesquisa organizada
Crie uma conta gratuita para salvar vagas, criar alertas e retornar a esta listagem a partir do seu painel.
Ao continuar, você concorda com nossos Termos & Política de Privacidade.
- Put the client first, treating their challenges as your own
- Take ownership and act like a business owner
- Manage your portfolio with autonomy and freedom
- Collaborate effectively within the office
- Anticipate client needs and implement solutions
- Stay informed about global affairs and the political and economic landscape
- Assess the impact of the political and economic landscape on investment operations
- Share knowledge
- Pursue continuous learning and development
- Provide investment advisory services to high-net-worth clients through íon
Requirements
- CPA-20 certification for Investment Advisors
- CEA certification for Level I and II Investment Specialists
- CFP certification for Level III Investment Specialists or Investment Coordinators
- Knowledge of investment products (funds, pension products, equities, fixed income, and multi-asset funds)
- Knowledge of competitors and market players
- Knowledge of financial market dynamics and the regulatory environment
- Organization and attention to detail
- Availability and responsiveness
- Written and verbal fluency
- Advanced Excel experience
Core Competencies
Demonstrates expertise in providing investment advisory services to high-net-worth clients, with a strong understanding of investment products and financial market dynamics. Possesses certifications such as CPA-20, CEA, and CFP, along with advanced Excel skills for effective portfolio management.
Highest-signal resume keywords
- CPA-20 Certification
- CEA Certification
- CFP Certification
- Investment Product Knowledge
- Advanced Excel Experience
Hard Skills
- Investment Advisory Services
- Financial Market Dynamics
- Investment Product Knowledge
- Portfolio Management
- Regulatory Environment Knowledge
Soft Skills
- Client-Focused
- Collaboration
- Organization
- Attention to Detail
- Availability and Responsiveness
Certifications & Qualifications
- CPA-20 Certification
- CEA Certification
- CFP Certification
Industry Keywords
- Investment Products
- High-Net-Worth Clients
- Financial Market Dynamics
- Political and Economic Landscape
- Continuous Learning
-
São Paulo, São Paulo, Brasil Inter-American Development Bank Tempo integral R$ 32.000 - R$ 65.000 ContratoPotential job locations: Bahamas, Bolivia, Honduras, El Salvador, Paraguay, Brasilia, Jamaica and other offices across Central America, the Caribbean & South America About The Talent Pool We are a leading development finance institution committed to fostering sustainable growth in Latin America and the Caribbean. Our Investment Management Associates support...
-
Investment Advisor – Brazil
Há 6 horas
Sao Paulo, Sao Paulo, Brasil ARQ Tempo integralAbout UsWe're a fast-growing fintech on a mission to redefine how Latin America manages its finances and this is your opportunity to be a crucial part of that transformation. Join a team of top talent from the world's leading fintech and tech companies, and help build a cross-border financial system that's modern, accessible, and built to scale.Who we're...
-
(Sr) Clinical Team Manager
Há 6 horas
São Paulo, Sao Paulo, Brasil Thermo Fisher Scientific Remoto Tempo integralWork ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeJob DescriptionPPD’s (a part of Thermo Fisher Scientific) mission is to improve health. It starts as an idea to find a cure. It becomes a life saved. All in-between, it’s you! We know that meaningful results not only require the right approach, but also the right people. We invite you to...
-
Investment Banking Intern
Há 6 horas
São Paulo, Sao Paulo, Brasil Deutsche Bank Tempo integralJob Description:Job Title: Investment Banking Intern (M&A) - BrazilCorporate Title: Investment Banking InternLocation: São Paulo, São Paulo, BrazilOverviewOur Investment Banking Capital Markets business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of...
-
Investment Advisor
Há 2 dias
São Paulo, São Paulo, Brasil Castleisland Tempo integral R$ 120.000 - R$ 150.000 ContratoAbout Us We're a fast-growing fintech on a mission to redefine how Latin America manages its finances and this is your opportunity to be a crucial part of that transformation. Join a team of top talent from the world's leading fintech and tech companies, and help build a cross-border financial system that's modern, accessible, and built to scale. Who we're...
-
Investment Advisor – Brazil
Há 1 dia
São Paulo, São Paulo, Brasil Arqfinance Tempo integral R$ 60.000 - R$ 100.000 ContratoWe are building the financial system for the next century. One where control sits in the hands of customers — not banks. Where money moves on rails that are faster, smarter, and radically more efficient. Where wealth management tools help you grow your savings for decades — and build generational wealth. Where fewer intermediaries mean more value stays...
-
Investment Advisor
Há 3 dias
São Paulo, São Paulo, Brasil ARQ Tempo integral R$ 120.000 - R$ 160.000 ContratoAbout Us We're a fast-growing fintech on a mission to redefine how Latin America manages its finances and this is your opportunity to be a crucial part of that transformation. Join a team of top talent from the world's leading fintech and tech companies, and help build a cross-border financial system that's modern, accessible, and built to scale. Who we're...
-
São Paulo, Sao Paulo, Brasil Accommodations Plus International Tempo integralEssential FunctionsThis is a talent pool opportunity for professionals with disabilities who are interested in future career opportunities at API Global Solutions.Candidates may be considered for opportunities across different areas and levels, according to their professional profile, experience, skills, interests, and the requirements of each...
-
Murex Front Office Consultant
Há 1 dia
São Paulo, State of São Paulo, Brasil Luxoft Tempo integralWorking model: hybrid with 3 days/week from the client's office in Sao Paulo. Why Luxoft? We offer a comprehensive benefits package to support your health, wellbeing, and financial security: Health & Dental Plan (Amil) – Fully covered by the company from day one, including eligible dependents. Meal Voucher – Provided via Flash card Home Office...
-
Investment Banking Intern
Há 5 dias
Região Geográfica Intermediária de São Paulo, São Paulo, Brasil Deutsche Bank Tempo integral R$ 39.060 - R$ 55.800 ContratoJob Title: Investment Banking Intern (M&A) - Brazil Corporate Title: Investment Banking Intern Location: São Paulo, São Paulo, Brazil Overview Our Investment Banking Capital Markets business provides the full range of investment banking products and services for large‑cap and mid‑cap corporates and financial sponsors. Our offering consists of...
